A detailed history of Waypoint Wealth Counsel transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Waypoint Wealth Counsel holds 5,444 shares of CFG stock, worth $281,400. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,444
Previous 5,146 5.79%
Holding current value
$281,400
Previous $230 Million 25.68%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$46.1 - $53.65 $13,737 - $15,987
298 Added 5.79%
5,444 $289 Million
Q2 2025

Jul 25, 2025

BUY
$34.27 - $44.75 $176,353 - $230,283
5,146 New
5,146 $230 Million

Others Institutions Holding CFG

About CITIZENS FINANCIAL GROUP INC


  • Ticker CFG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 495,844,000
  • Market Cap $25.6B
  • Description
  • Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, National Association that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, corporations, and institutions in the United States. The company operates in two segments, Consumer Banking and Co...
More about CFG
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